Company Management
Create and configure B2B companies. Each company has its own employees, budgets, catalogs, and settings — fully isolated from other companies.
Last updated: March 2026
Creating a company
Go to TeamCo → Companies → Add Company.
| Field | Required | Description |
|---|---|---|
| Company name | Yes | The legal or trading name of your B2B customer. |
| Contact email | Yes | Main contact email. Used for order notifications and account communications. |
| Phone number | No | Company phone number for reference. |
| VAT number | No | The company's VAT registration number for invoicing. |
| EAN number | No | Electronic Article Number, used for electronic invoicing in some countries. |
| Billing address | No | Invoice / billing address. Shown on draft orders in Shopify. |
Company settings
Discount settings
TeamCo supports two levels of product discounts for each company:
- Discount Rate — A percentage (0–100%) applied to all products for all employees in this company. For example, a 20% discount means employees pay 80% of the listed price.
- Vendor-specific discounts — Override the default discount for specific product vendors. Useful when you have different negotiated rates with different suppliers.
Order approval settings
| Setting | Description |
|---|---|
| Auto-approve Orders | When enabled, orders go directly to fulfillment without manual approval. Best for companies where all orders should be processed immediately. |
| Approval Handler | Who approves orders when manual approval is required. Options: Shop Admin (you) or a Buyer-role employee within the company. |
| Allow Budget Override | Lets company admins manually adjust an employee's budget, e.g. for one-off purchases that exceed the normal limit. |
Shipping settings
| Setting | Description |
|---|---|
| Allow Custom Shipping Address | When enabled, employees can enter a custom delivery address at checkout instead of selecting from the company's saved addresses. |
Access levels
Access levels control how much of your product catalog employees can see based on their role. This is set per company.
| Access Level | What employees can see |
|---|---|
| NONE | Can see all products in the Shopify store. Catalog restrictions do not apply. Best for companies with no catalog restrictions. |
| PURCHASE_ONLY | Can see all products in the store, but can only add products from their assigned catalog to the cart. |
| FULL | Can only see products that are in their assigned catalog. Products outside the catalog are hidden entirely. |
Access levels are configured independently for each role: Employee Access Level, Buyer Access Level, and Admin Access Level.
FULL so they only see their catalog, and set Admin to NONE so company admins can see everything while managing the account.Token & session settings
| Setting | Range | Description |
|---|---|---|
| Token Expiry | 15–480 minutes | How long a magic login link stays valid after being sent. After this time, the employee must request a new link. |
| Max Session Hours | 1–24 hours | The maximum duration of an active portal session. After this, the employee is automatically logged out. |
Billing address
The billing address is the invoice/billing address for the company. It appears on draft orders in Shopify and is used for invoicing.
To set the billing address, go to the company's Locations tab and add or edit the address. You can mark one address as the default billing address.
Managing multiple companies
TeamCo is built for managing multiple B2B customers from a single admin panel. Each company is fully isolated:
- Employees from Company A cannot see Company B's data
- Catalogs and budgets are per-company
- Order history is per-company
- Settings (discounts, approvals, access) are per-company
From the main Companies dashboard, you can search and filter companies, see employee counts, and access any company in one click.